Agentic AI doesn't just suggest replies—it acts on your behalf: summarizing conversations, updating deal stages, logging follow-ups, and keeping your Salesforce CRM in sync without manual data entry.
Beyond chatbots
Traditional chatbots and basic integrations dump raw messages into the CRM. Agentic AI interprets intent, extracts outcomes, and updates the right fields—so reps spend time selling, not logging. Follow-up tasks and next steps can be created automatically from conversation context.
Use cases in Salesforce
- Conversation summaries: Turn long WhatsApp threads into short, actionable bullets on the Lead or Opportunity.
- CRM updates: Deal stage, lead score, and custom fields updated from what was said, not just stored.
- Follow-up automation: Tasks and reminders created from commitments mentioned in the chat.
ConnectVogue's Agentic layer
ConnectVogue runs an Agentic AI layer inside your Salesforce org: it reads WhatsApp (and supported channels), summarizes conversations, and updates the CRM. Built for the autonomous era—so your CRM stays accurate without reps having to leave the conversation.